Practical analysis for investment professionals

Philosophy


What Most Active vs. Passive Debates Miss

When it comes to the choice between active and passive, investors have at least three questions to consider.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Annie Duke and Morgan Housel: Three Tools for Navigating Risk and Uncertainty

"The best way that you can be a decision maker in this type of environment is not to demand certainty."

The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization

What is the half-life of financial knowledge and how can professional investors win the race against it?

Know What You Don’t Know: Six Tips from Howard Marks, CFA

“Superior investing has to come from correct idiosyncratic decisions,” says Howards Marks, CFA.

Meir Statman on Coronavirus, Behavioral Finance: The Second Generation, and More

How can behavioral finance inform our response to the coronavirus? Meir Statman gave his perspective on this and other questions.

Finance, Bubbles, Negative Rates: The What Ifs . . . ?

What if "normal" real interest rates are not coming back?

The Silent Depression: Trundling Is the New Booming

What do two speeches from the 1970s say about today's economy?

Still Learning to Fish: Three Years On

I held my first book in my hands in the spring of 2016. However improbable it was for me to write one, there it was.

Negative Interest Rates: The Logical Absurdity

Upside-down rates do make sense. They reveal the high cost of staying solvent.



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